CFCI
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Comprehensive Financial Consultants Institutional’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15
Closed – – 508
2021
Q4 		$0 Buy
+15
New +$838 ﹤0.01% 515

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Cambridge Investment Research Advisors
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Commonwealth Equity Services
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Ameriprise
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's XMLV Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2022, closing a stake of 15 shares.

Comprehensive Financial Consultants Institutional first reported a position in XMLV in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 200 funds tracked by Wall St. Rank hold XMLV as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Invesco S&P MidCap Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 15 Invesco S&P MidCap Low Volatility ETF shares in Q1 2022.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Invesco S&P MidCap Low Volatility ETF position peaked at $0 in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.